Education and Training:
BA Clark University, Worcester MA
Specialized Services Offered:
- Protection Planning
- Estate Planning
- Employee Benefits
Community, Charitable or Professional Organizations/Associations:
- National Board Member, American Friends of Bar Ilan University, Ramat Gan Israel
- National Board Member, Sharsheret
- Board Member, The Moriah School
- Vice President, East Hill Synagogue
My mission is to invite caring, responsible families and business owners to experience economic confidence now and throughout their life.
I do this with a protection first philosophy. I seek out the hidden conflicts and traps in their financial plan and protect my clients personal economy from the unpredictable macro economy.
I look at every aspect of their financial lives including, protection elements, trust and estate work, investments and make sure every aspect is perfectly coordinated.